The Retail Connection
Services · Advisory

Advisory.

The Retail Connection serves as retail advisor to maximize the productivity and profitability of retailers, landlords, and investors.

Market intelligence, portfolio strategy, and retail advisory grounded in local relationships and real operating data. We help clients see the opportunity before the market does.

From trade-area studies to growth planning, our advisory work turns the firm's on-the-ground market knowledge into a decision advantage.

Advisory at The Retail Connection
By the numbers
300+
Retail & restaurant clients advised
5
Texas markets of local intelligence
20 yrs
Exclusively focused on retail
What we do

How we broker.

Expansion Strategy
01

Expansion Strategy

We serve as a growth advisor for retailers pursuing regional or national expansion — pairing market knowledge, experience with comparable retailers, research, and a deep relationship network to guide strategic decisions.

Our retail focus has powered successful rollouts for brands like Bed Bath & Beyond, buybuy Baby, PetSmart, and Sports Authority, with in-depth market research, expert site selection, deal negotiation, and a collaborative broker network behind every plan.

Merchandising Plans
02

Merchandising Plans

For each property, retail district, or streetscape, we prepare in-depth market analysis — reviewing current retailers and their value to the center and identifying the best-in-class tenants for the project.

We determine how a property captures its share of retail sales — trade-area potential, residential and visitor growth, and the categories needed — then a dedicated team of brokers executes the plan in the shortest time possible to grow revenue and value.

National Advisory
03

National Advisory

The most impactful growth strategy is often the old-fashioned route — organic growth. For retailers expanding regionally or nationally, we deliver direction grounded in market knowledge, comparable-retailer experience, research, and a broad relationship network.

Our national advisory team integrates retail operations, investment banking, and real estate brokerage — a single source for financial services, business assessment and valuation, financing, and acquisition and disposition.

Retail Operations
04

Retail Operations

We've supported thousands of retailers with real estate strategy and execution, building programs that reinforce each client's business and financial objectives around the vision they have for their enterprise.

Our strategists develop solutions through business intelligence, portfolio optimization, location evaluation, and organizational strategy — drawing on deep store-level experience to build profitable, consumer-driven environments.

Who we work with

A selection of the retail, restaurant, and ownership groups we represent across Texas.

Costco
H-E-B
7-Eleven
2nd Street USA
The advisory team

Your key contacts.

View the full team
Steve Lieberman
Steve Lieberman
CEO & Co-Founder
David Fazio
David Fazio
President · Brokerage
Max Chanon
Max Chanon
Managing Director · Brokerage & Investments

+ 9 specialists across the advisory group